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Hosted by H2O Asset Management · business · EN
Think Macro: a podcast by H2O Asset Management where we go beyond the headlines to explore the forces shaping the global economy. Each episode offers a deep dive into macroeconomic trends, long-term shifts, and the strategic dynamics driving markets.Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Contact path
Verified email
Booking probability
28%
Guest openness
Selective
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Signup to Generate a PitchThink Macro: a podcast by H2O Asset Management where we go beyond the headlines to explore the forces shaping the global economy. Each episode offers a deep dive into macroeconomic trends, long-term shifts, and the strategic dynamics driving markets. Hosted on Ausha.
Think Macro by H2O AM is hosted by H2O Asset Management. The show has published 10 episodes to date.
Recent episodes include "Artificial Intelligence: When One Risk Hides Another" (21 September 2026, 23 minutes), "Three Worlds, Three Trajectories: Mid-Year Outlook" (23 June 2026, 48 minutes), and "Three Worlds, Three Trajectories: Mid-Year Outlook" (23 June 2026, 48 minutes).
Think Macro by H2O AM publishes roughly monthly, with episodes averaging 32 minutes across 10 episodes.
Booking probability for Think Macro by H2O AM is 28%, and the host is rated Selective on guests. Think Macro by H2O AM requires a Pod Score of 80 or higher. Think Macro by H2O AM's contact route on record: verified email.
The strongest fits for Think Macro by H2O AM are Investing & Wealth Management and Investment Banking & Trading. Think Macro by H2O AM has a business audience.
H2O Asset Management hosts Think Macro by H2O AM, a business podcast with 10 episodes published.
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Think Macro by H2O AM
In this episode, Vincent Chailley, Chief Investment Officer of H2O AM Group & Monaco S.A.M., revisits the speculative bubble many feared around AI and the hyperscalers. A year after our first warnings, markets have...
Think Macro by H2O AM
Six months in, and the macro picture looks nothing like a quiet year. In this mid-year review, Vincent Chailley, CIO at H2O AM Group & Monaco S.A.M., sits down with Thomas Delabre, Portfolio Manager and macro...
Think Macro by H2O AM
<p>Six months in, and the macro picture looks nothing like a quiet year. In this mid-year review, Vincent Chailley, CIO at H2O AM Group & Monaco S.A.M., sits down with Thomas Delabre, Portfolio Manager and macro...
Think Macro by H2O AM
<p>In this new episode of ThinkMacro presented by Babak Abrar, Vincent Chailley (CIO of H2O AM Group and H2O Monaco S.A.M), discusses the macroeconomic fallout from the conflict in Iran and its implications for global...
Think Macro by H2O AM
<p>In this episode of ThinkMacro, Vincent Chailley, Chief Investment Officer (CIO) of H2O AM Group, explores the transformation of Japan’s economy after three decades of deflation and stagnation. He traces the country’s...
Think Macro by H2O AM
<p>Fueled by stimulus and debt, the U.S. economy appears resilient — but the foundations may be far weaker than they seem. Vincent Chailley, H2O AM Group CIO breaks down the drivers of this artificial high and the risks...
Think Macro by H2O AM
<p>Between the loss of effectiveness of economic policies in the United States, European resilience, China's transition and the rise of emerging markets, our new episode of Think Macro explores the macroeconomic...
Think Macro by H2O AM
<p>In this episode of Think Macro, Vincent Chailley, CIO of H2O AM Group, explores an unusual market dynamic: central banks are cutting policy rates, yet long-term yields keep rising. This reversal is no coincidence...
Think Macro by H2O AM
<p>In this episode of Think Macro, Vincent Chailley, Group CIO of H2O AM, analyses the global AI investment boom and its macroeconomic implications. As trillions flow into data centres and big tech races to dominate the...
Think Macro by H2O AM
<p>Europe has gained resilience since the sovereign debt crisis: a stabilising common currency, low unemployment, and debt held largely by domestic institutions. Yet behind this reassuring façade, growth remains...
Think Macro by H2O AM
<p>After decades of US economic exceptionalism, driven by consumption, innovation, and financial dominance, cracks are appearing in the model. The return of inflation is constraining the Fed in its ability to...
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H2O AM Group & Monaco S.A.M.
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